Mersereau & Lazenby Fee-Only Advisors

1 Review

(770) 614-6800 www.atlantafeeonly.com » View Website »

3469 Lawrenceville Suwanee RoadSuwanee, GA 30024   map »

Business overview

Investments

  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Accounting
  • Tax Return Preparation

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Financial Planner
  • Certified Public Accountant
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Year Established

1986

Languages Spoken

  • English

Reviews

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E. Ream, 9/11/2009

I appreciate the fee-only service that is offered by Mersereau & Lazenby. The simplicity and transparency of fees is comforting.

Displaying 1-1 of 1

Reviews

ER1968

Reviews: 1

E. Ream

I appreciate the fee-only service that is offered by Mersereau & Lazenby. The simplicity and transparency of fees is comforting.

  • Overall
  • Quality
  • Service
  • Value

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